Stock Taper

SONA ASSET MANAGEMENT (US) LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
T-Mobile US, Inc.TMUS15K$2.52B
Applied Optoelectronics, Inc.AAOI15K$2.22B
The Macerich CompanyMAC15K$377.85M
Peabody Energy CorporationBTU15.25K$352.58M
Vista Energy, S.A.B. de C.V.VIST17K$1.08B
Entegris, Inc.ENTG20K$3.6B
Teck Resources LimitedTECK20K$1.19B
Okta, Inc.OKTA20K$2.73B
Cloudflare, Inc.NET21K$5.15B
GLOBALFOUNDRIES Inc.GFS22.98K$1.89B
Marvell Technology, Inc.MRVL23K$6.85B
NVIDIA CorporationNVDA25K$5B
INNIO N.V. Ordinary SharesINIO26.51K$1.05B
Norfolk Southern CorporationNSC30K$9.44B
Norwegian Cruise Line Holdings Ltd.NCLH32.8K$692.41M
Alphabet Inc.GOOGL43.52K$15.55B
Hut 8 Corp.HUT45K$5.2B
Revolution Medicines, Inc.RVMD46.45K$8.7B
Digital Realty Trust, Inc.DLR50K$8.98B
Shopify Inc.SHOP55K$6.28B